Raleigh Capital Management’s Maximus MMS Stock Holding History

Raleigh Capital Management’s Portfolio MMS Stock Details MMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	766
2025 Q4	–	Hold	0	–	–	–	566
2025 Q3	–	Sell	-7	Closed	-$567	–	531
2025 Q2	$500	Hold	7	–	–	﹤0.01%	471
2025 Q1	$484	Sell	7 -6	-46%	-$427	﹤0.01%	484
2024 Q4	$990	Buy	+13	New	+$1.06K	﹤0.01%	895
2024 Q3	–	Hold	0	–	–	–	994
2024 Q2	–	Hold	0	–	–	–	983
2024 Q1	–	Sell	-8	Closed	-$658	–	961
2023 Q4	$668	Sell	8 -121	-94%	-$9.65K	﹤0.01%	975
2023 Q3	$9.64K	Buy	+129	New	+$10.5K	﹤0.01%	535

Other funds holding MMS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return